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SVA Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

SVA Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$3.98M Sell
10,610
-68
-0.6% -$24.2K 0.35% 60
2020
Q3 		$3.59M Buy
10,678
+158
+2% +$52.6K 0.36% 61
2020
Q2 		$3.26M Buy
10,520
+876
+9% +$257K 0.35% 61
2020
Q1 		$2.49M Buy
9,644
+610
+7% +$187K 0.29% 65
2019
Q4 		$2.92M Sell
9,034
-172
-2% -$53.2K 0.27% 76
2019
Q3 		$2.75M Buy
9,206
+1,081
+13% +$321K 0.27% 77
2019
Q2 		$2.4M Buy
8,125
+29
+0.4% +$8.4K 0.24% 83
2019
Q1 		$2.3M Buy
8,096
+2,955
+57% +$808K 0.22% 90
2018
Q4 		$1.29M Sell
5,141
-7
-0.1% -$1.9K 0.15% 109
2018
Q3 		$1.51M Buy
5,148
+9
+0.2% +$2.58K 0.15% 102
2018
Q2 		$1.4M Buy
5,139
+485
+10% +$132K 0.15% 105
2018
Q1 		$1.18M Sell
4,654
-356
-7% -$97.9K 0.15% 111
2017
Q4 		$1.35M Buy
5,010
+356
+8% +$93.2K 0.16% 110
2017
Q3 		$1.18M Buy
4,654
+11
+0.2% +$2.73K 0.15% 111
2017
Q2 		$1.13M Buy
4,643
+382
+9% +$92.2K 0.15% 107
2017
Q1 		$1.01M Buy
4,261
+649
+18% +$152K 0.14% 108
2016
Q4 		$813K Buy
3,612
+69
+2% +$15.2K 0.12% 120
2016
Q3 		$771K Sell
3,543
-275
-7% -$59.8K 0.12% 116
2016
Q2 		$804K Buy
3,818
+512
+15% +$107K 0.13% 116
2016
Q1 		$683K Buy
3,306
+326
+11% +$64K 0.11% 125
2015
Q4 		$611K Sell
2,980
-675
-18% -$139K 0.11% 141
2015
Q3 		$704K Hold
3,655
– – 0.13% 135
2015
Q2 		$757K Buy
3,655
+131
+4% +$27.7K 0.14% 136
2015
Q1 		$732K Sell
3,524
-37
-1% -$7.69K 0.13% 141
2014
Q4 		$737K Buy
3,561
+26
+0.7% +$5.26K 0.27% 89
2014
Q3 		$701K Buy
3,535
+49
+1% +$9.75K 0.3% 79
2014
Q2 		$687K Hold
3,486
– – 0.29% 78
2014
Q1 		$656K Buy
3,486
+205
+6% +$37.9K 0.31% 78
2013
Q4 		$609K Buy
+3,281
New +$584K 0.36% 68

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SVA Wealth Management's IVV Position: Q4 2020 in Review

SVA Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.64% in Q4 2020, selling an estimated $24.2K and leaving 10,610 shares worth $3.98M. The position accounts for 0.35% of the portfolio, ranked #60.

SVA Wealth Management first reported a position in IVV in Q4 2013 and has held it in 29 quarters since. 2,172 funds tracked by Wall St. Rank hold IVV as of Q4 2020.

  • SVA Wealth Management held 10,610 shares of iShares Core S&P 500 ETF worth $3.98M as of Q4 2020.
  • SVA Wealth Management sold 68 iShares Core S&P 500 ETF shares in Q4 2020, an estimated $24.2K.
  • iShares Core S&P 500 ETF made up 0.35% of SVA Wealth Management's portfolio in Q4 2020, its #60 holding.
  • SVA Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 29 quarters since.
  • 2,172 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.